WWA
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Wingate Wealth Advisors’s Simon Property Group SPG Stock Holding History

Wingate Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-237
Closed -$40.8K – 381
2024
Q4 		$40.8K Buy
+237
New +$40.8K 0.04% 236